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We’re leaving the age of static software. As Sam Altman puts it, the future is software that writes itself for you. Same familiar interfaces, but tools that adapt, evolve, and code solutions on the fly. Software won’t be generic anymore. It’ll be personal. And honestly? That future looks insanely good.

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14,434 görüntüleme • 7 ay önce •via X (Twitter)

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The new bar for software: "can I vibecode this?" We’re heading into a world of personal software — built for one person and their needs — and premium software, designed with such depth that you’re buying a solution, not a tool. Most software today sits in the middle. And the middle is death. As the market catches up to our new reality, it won’t just be the ai bubble popping — it’ll be a lot of traditional SaaS getting wiped out (From my recent Kinference talk.)

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Sam Altman says software will no longer be static. It will become elastic. Written for you in the moment. And over time, it evolves and converges around how you work.

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#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”
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Cursor CEO Michael Truell on the future of writing code: "Our goal with Cursor is to invent a new type of programming." "It looks like a world where you have a representation of the logic of your software that does look more like English." "You can imagine kind of an evolution of programming language towards pseudocode. You have written down the logic of the software, and you can edit that at a high level." "It won't be the impenetrable millions of lines of code, it'll instead be something that's much terser and easier to understand and easier to navigate." Michael Truell with Lenny Rachitsky on Lenny's Podcast

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Cursor CEO Michael Truell on the future of writing code: “ Our goal with Cursor is to invent a new type of programming.” “It looks like a world where you have a representation of the logic of your software that does look more like English.” “You can imagine kind of an evolution of programming language towards pseudocode. You have written down the logic of the software, and you can edit that at a high level.” “It won't be the impenetrable millions of lines of code, it'll instead be something that's much terser and easier to understand and easier to navigate.” Source: Michael Truell (CEO Cursor) with Lenny Rachitsky on Lenny's Podcast
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Elon Musk in a new SpaceX employee meeting on why it’s important for Grok to succeed: "We gotta win here on the AI hardware and AI software. That is the most important message I wanted to convey today; is that we must win on AI, because the future is overwhelmingly AI and Robots. We won’t ultimately be able to control the AI, it’ll be too smart for that. But just like if you have a super genius child, you can still instill in that child the values and beliefs that you think are good and right. So that’s why it’s incredibly important that we succeed with Grok." Very strong message.

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Chamath broke down the $5T software market on TWiST: $4T of it goes to maintenance and services, not the software itself. A financial services client was paying $2M a year to an outside vendor for a process that kept falling behind. We rebuilt it as software with Software Factory and an 8090 engineer accountable for it and maintaining it, and the cost dropped by about $1.5M a year.

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They're still your ideas. [code]smith just writes the code. [code]smith is a cloud software engineer that works alongside you. Autofixing PRs, CI failures and reviews.
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They're still your ideas. [code]smith just writes the code. [code]smith is a cloud software engineer that works alongside you. Autofixing PRs, CI failures and reviews.

Blacksmith

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Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg
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Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

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